Coca Cola Co
KO- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000021344
In the last 90 days, Coca Cola Co insiders filed 0 open-market purchases and 7 sales; 3,649 institutions reported holding it in 13F filings for Q2 2026, worth $263.1B in total; 6 superinvestors hold it, including Berkshire Hathaway and Maverick Capital.
13F holders, Q3 2023
Institutional positions in Coca Cola Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,835
- −19 vs. Q2 2023
- Shares held
- 3.02B
- −11.4M (−0.4%) vs. Q2 2023
- Total value
- $169.4B
- −$13.2B (−7.2%) vs. Q2 2023
- New holders
- 138
- 1,222 more added
- Sold out
- 157
- 1,123 more reduced
34 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $185.9B |
| Q4 2021 | 2,737 | $176.9B |
| Q3 2021 | 2,488 | $154.8B |
| Q2 2021 | 2,508 | $158.2B |
| Q1 2021 | 2,491 | $153.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 183,563 | $10.3M | 0.01% | +183,563 | New |
| Citizens Financial Group Inc | 182,360 | $10.2M | 0.42% | −28,205−13.4% | Reduced |
| Evercore Wealth Management, LLC | 180,629 | $10.1M | 0.19% | +36,645+25.5% | Added |
| Kanawha Capital Management LLC | 180,153 | $10.1M | 0.98% | −671−0.4% | Reduced |
| Investment Management Corp of Ontario | 179,806 | $10.1M | 0.40% | +37,560+26.4% | Added |
| Logan Capital Management Inc | 179,088 | $10.0M | 0.51% | +2,762+1.6% | Added |
| Bard Financial Services, Inc. | 178,456 | $9.99M | 1.23% | +3,455+2.0% | Added |
| Massachusetts Financial Services Co | 177,896 | $9.96M | 0.00% | −500.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 175,976 | $9.85M | 1.29% | +485+0.3% | Added |
| Norinchukin Bank, The | 175,441 | $9.82M | 0.23% | −239,696−57.7% | Reduced |
| Rockland Trust Co | 175,076 | $9.80M | 0.59% | +6,918+4.1% | Added |
| First American Trust, FSB | 174,420 | $9.76M | 1.38% | −4,513−2.5% | Reduced |
| Vestcor Inc | 174,289 | $9.76M | 0.36% | +29,640+20.5% | Added |
| Griffin Asset Management, Inc. | 173,025 | $9.69M | 1.38% | −7,025−3.9% | Reduced |
| Systematic Alpha Investments, LLC | 172,300 | $9.65M | 0.48% | 00.0% | Unchanged |
| Ar Asset Management Inc | 172,130 | $9.64M | 2.70% | +350+0.2% | Added |
| Intech Investment Management LLC | 171,386 | $9.59M | 0.14% | −55,334−24.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 171,300 | $9.59M | 2.99% | −7,153−4.0% | Reduced |
| Hilton Capital Management, LLC | 171,209 | $9.58M | 1.28% | −8,778−4.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 170,757 | $9.56M | 0.04% | −436,558−71.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 170,629 | $9.55M | 2.24% | −1,257−0.7% | Reduced |
| Cadinha & Co LLC | 170,199 | $9.53M | 2.11% | +6,898+4.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 169,777 | $9.50M | 0.43% | +4,633+2.8% | Added |
| Bell Asset Management Ltd | 168,617 | $9.44M | 1.55% | +14,871+9.7% | Added |
| Westpac Banking Corp | 168,452 | $9.43M | 0.71% | +25,612+17.9% | Added |
| Armstrong Henry H Associates Inc | 167,768 | $9.39M | 1.07% | −2,050−1.2% | Reduced |
| Lido Advisors, LLC | 167,667 | $9.39M | 0.11% | +8,296+5.2% | Added |
| Howe & Rusling Inc | 166,731 | $9.33M | 1.10% | +2,638+1.6% | Added |
| Adams Diversified Equity Fund, Inc. | 165,700 | $9.28M | 0.40% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 165,674 | $9.27M | 0.19% | −3,345−2.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 164,146 | $9.19M | 2.81% | +987+0.6% | Added |
| Greatmark Investment Partners, Inc. | 163,622 | $9.16M | 1.62% | −3,023−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 163,160 | $9.13M | 0.26% | −2,627−1.6% | Reduced |
| Credit Agricole S A | 162,904 | $9.12M | 0.28% | +69,444+74.3% | Added |
| KMG Fiduciary Partners, LLC | 161,647 | $9.05M | 1.20% | +1,475+0.9% | Added |
| Metropolitan Life Insurance Co | 161,025 | $9.01M | 0.47% | −8,592−5.1% | Reduced |
| First Horizon Advisors, Inc. | 159,986 | $8.96M | 0.32% | −6,799−4.1% | Reduced |
| Alps Advisors Inc | 158,054 | $8.85M | 0.07% | −12,129−7.1% | Reduced |
| Point72 Middle East FZE | 157,928 | $8.84M | 0.54% | −322,388−67.1% | Reduced |
| Segall Bryant & Hamill, LLC | 155,991 | $8.73M | 0.10% | −9,705−5.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 155,840 | $8.72M | 1.89% | −2,115−1.3% | Reduced |
| National Asset Management, Inc. | 154,537 | $8.72M | 0.24% | −326,475−67.9% | Reduced |
| Advisory Services Network, LLC | 154,703 | $8.66M | 0.23% | −10,382−6.3% | Reduced |
| Infusive Asset Management Inc. | 154,521 | $8.65M | 5.60% | +29,661+23.8% | Added |
| Sowell Financial Services LLC | 149,003 | $8.41M | 0.53% | −21,549−12.6% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 159,000 | $8.41M | 1.35% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 150,060 | $8.40M | 0.94% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 304,600 | $8.34M | 7.07% | +106,697+53.9% | Added |
| Granite Bay Wealth Management, LLC | 138,600 | $8.28M | 0.08% | +138,600 | New |
| Westfield Capital Management Co LP | 147,185 | $8.24M | 0.06% | +9,129+6.6% | Added |
| Berkshire Asset Management LLC | 146,778 | $8.22M | 0.51% | −243−0.2% | Reduced |
| Wealthspire Advisors, LLC | 146,689 | $8.21M | 0.14% | +9,939+7.3% | Added |
| Socorro Asset Management LP | 146,419 | $8.20M | 3.83% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 146,120 | $8.18M | 2.04% | +2,213+1.5% | Added |
| Kinneret Advisory, LLC | 144,346 | $8.15M | 1.01% | −86−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 145,227 | $8.13M | 0.05% | −8,579−5.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 144,585 | $8.09M | 0.12% | −2,321−1.6% | Reduced |
| Adell Harriman & Carpenter Inc | 144,362 | $8.08M | 0.84% | +1,118+0.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 144,124 | $8.07M | 2.41% | +5,767+4.2% | Added |
| Simmons Bank | 143,815 | $8.05M | 0.71% | −2,731−1.9% | Reduced |
| Montag & Caldwell, LLC | 143,560 | $8.04M | 1.03% | −42,800−23.0% | Reduced |
| Guyasuta Investment Advisors Inc | 143,133 | $8.01M | 0.62% | +620.0% | Added |
| GQG Partners LLC | 143,018 | $8.01M | 0.02% | −52,005−26.7% | Reduced |
| Nicholas Company, Inc. | 142,975 | $8.00M | 0.16% | −615−0.4% | Reduced |
| Founders Capital Management, LLC | 142,725 | $7.99M | 1.81% | −510.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 142,532 | $7.98M | 2.70% | −1,092−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 141,274 | $7.91M | 0.62% | +1,557+1.1% | Added |
| Bellecapital International Ltd. | 140,596 | $7.87M | 1.97% | −1,592−1.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 140,051 | $7.84M | 0.25% | +10,991+8.5% | Added |
| Horizon Investments, LLC | 139,868 | $7.83M | 0.24% | +1,806+1.3% | Added |
| Massmutual Trust Co FSB | 139,726 | $7.82M | 0.29% | +16,881+13.7% | Added |
| Meiji Yasuda Life Insurance Co | 139,674 | $7.82M | 0.21% | +50,196+56.1% | Added |
| Teza Capital Management LLC | 139,297 | $7.80M | 1.27% | +67,461+93.9% | Added |
| Connors Investor Services Inc | 138,051 | $7.73M | 0.95% | −153−0.1% | Reduced |
| Sky Investment Group LLC | 138,017 | $7.73M | 1.75% | +130+0.1% | Added |
| Consolidated Planning Corp | 137,723 | $7.71M | 1.71% | +120+0.1% | Added |
| Jamison Private Wealth Management, Inc. | 137,589 | $7.70M | 1.59% | +137,589 | New |
| LaFleur & Godfrey LLC | 137,416 | $7.69M | 1.23% | −785−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 136,318 | $7.63M | 0.80% | +8,622+6.8% | Added |
| Siemens Fonds Invest GmbH | 135,695 | $7.60M | 0.77% | +3,877+2.9% | Added |
| Jacobs & Co | 135,698 | $7.60M | 0.95% | +373+0.3% | Added |
| Empirical Finance, LLC | 134,995 | $7.56M | 0.56% | +13,078+10.7% | Added |
| Sawtooth Solutions, LLC | 134,518 | $7.53M | 0.24% | −18,163−11.9% | Reduced |
| Axxcess Wealth Management, LLC | 134,447 | $7.53M | 0.26% | +92,440+220.1% | Added |
| Hutner Capital Management Inc | 134,421 | $7.52M | 4.61% | −2,140−1.6% | Reduced |
| WSFS Capital Management, LLC | 134,344 | $7.52M | 0.49% | +65,506+95.2% | Added |
| Patton Albertson Miller Group, LLC | 134,211 | $7.51M | 1.47% | −2,921−2.1% | Reduced |
| Patten & Patten Inc | 134,114 | $7.51M | 0.66% | −340.0% | Reduced |
| Arkadios Wealth Advisors | 133,723 | $7.49M | 0.71% | +54,344+68.5% | Added |
| Prospera Financial Services Inc | 133,342 | $7.47M | 0.29% | −11,566−8.0% | Reduced |
| Shelton Capital Management | 133,365 | $7.47M | 0.27% | −899−0.7% | Reduced |
| TCTC Holdings, LLC | 133,224 | $7.46M | 0.29% | −800−0.6% | Reduced |
| NBT Bank N A | 133,218 | $7.46M | 0.72% | +69,802+110.1% | Added |
| First Citizens Bank & Trust Co | 132,471 | $7.42M | 0.14% | −5,795−4.2% | Reduced |
| Perigon Wealth Management, LLC | 132,342 | $7.41M | 0.30% | −3,988−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 131,889 | $7.38M | 0.30% | +286+0.2% | Added |
| Greenleaf Trust | 131,334 | $7.35M | 0.08% | −6,633−4.8% | Reduced |
| Capital Investment Counsel, Inc | 131,291 | $7.35M | 1.48% | −1,539−1.2% | Reduced |
| Atwater Malick LLC | 130,905 | $7.33M | 3.23% | +1,221+0.9% | Added |
| Bleakley Financial Group, LLC | 130,458 | $7.30M | 0.26% | −17,411−11.8% | Reduced |